The Financial Centre, Inc., an independent financial services firm is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our office in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services we provide. We have never disclosed information to non-affiliated third parties, except as permitted by law, and do not anticipate doing so in the future. As you know, we use health and financial information that you provide to us to help you pursue your personal financial goals while guarding against any real or perceived infringements of your rights of privacy.
We maintain a secure office and computer environment to assure that your information is not placed at unreasonable risk and we do not provide your personally identifiable information to mailing lists, vendors, or solicitors for any purposes.
Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are to be maintained by Federal and State Securities laws. After this required period of records retention, all such information shall be destroyed.